- Welcome to this tutorial,
on how to share eazyBI reports using dashboards.
In the previous videos,
we learned how to import data and create reports in eazyBI.
Sharing created reports is a crucial part
of the whole report building process.
To tell the story properly,
you may want to use several reports,
that complement each other.
Let's create a dashboard,
about issues resolution progress and time in our project.
Dashboard creation starts in the dashboard tab.
Select any report from all your report folders
and cubes if you have several.
For our dashboard,
we select the reports we created in previous videos.
The timeline report,
with the resolved issues trend and hours spent.
And the Bar chart with resolve issues by issue types.
Use the Search option.
Also, let's grab a sample report,
called created vs resolved issues.
It could provide a broader context in our dashboard.
When reports are added,
they might be expanded to see how large they tend to be.
Then collapse them all again
and reorganize their appearance,
in the dashboard by changing their size and position.
Use the percentage option.
And drag and drop reports.
To improve visibility,
we suggest adding charts with a similar size side by side.
If possible, avoid using reports containing,
long lists and dashboards.
As we use several reports about issue resolution,
it is important that all of them,
would have this same context.
For instance, those that you refer
to the same time period or project.
To ensure that,
take report page filters outside this dashboard
to common page filters.
Selecting a value from dashboard common page filters,
the filter will be applied to those dashboard reports,
that are having the same dimension and pages.
Before saving the dashboard,
a brief description can be added.
It could help to interpret the information in the dashboard.
Using markdown formatting,
the text can be styled and even a picture can be added.
This is a great place to include your company logo.
Give it a name and save the dashboard.
Now eazyBI users who have access
to eazyBI dashboards would see the reports you share.
When viewing the dashboard,
it cannot be changed nor can the underlying reports.
However, all other interactions with the reports,
are still available.
Drilling through issues,
or across values,
changing page selections
and switching between report charts and table views.
If you want to create a similar dashboard,
for another project, just replicate it.
In the edit mode, copy the dashboard.
Change the page selections.
Modify the description.
Save the dashboard with a different name.
And voila! A dashboard for another project is created.
Now, let's go one more step further.
How to share eazyBI dashboards.
Anyone who can access dashboards can choose
to subscribe to them.
Which will deliver the dashboard as a PDF to their email.
This is great for automatically sending a fresh report,
before that weekly meeting.
Of course, PDFs are not interactive,
but they contain all the report information.
The most frequently used way to share eazyBI reports
and dashboards is a Jira dashboard.
This probably isn't surprising,
since it gathers the project key information into one place.
Combined with other Jira standard charts,
it's very convenient.
Let's add the eazyBI dashboard we just created.
EazyBI report and dashboard gadgets,
are added like any other Jira gadget.
First, search for eazyBI,
and then select either one of them, for publishing in Jira.
Select the eazyBI account and then the dashboard itself.
By default, eazyBI reports published in Jira,
are also fully interactive.
Though you can limit interactions
and allow only some of them.
For example, you could enable,
only changing page filters option,
while disabling all other actions.
Now that we have added the eazyBI gadget
to the Jira dashboard,
the story about the project's progress is always visible,
whenever a user opens Jira.
As a reminder, only users who have access
to the given eazyBI account,
can see eazyBI reports,
data published in the Jira dashboard.
There are other ways to share eazyBI dashboards.
In other web pages using iframe.
For non Jira users using public access token.
In a Confluence page, using eazyBI for Confluence app.
Or even on large screens using eazyBI Wallboard options.
Check out eazyBI documentation
and explore those options for sharing.
Before we wrap up, one question for the knowledge check.
Where can you publish easily reports and dashboards?
Only in eazyBI.
In eazyBI and Jira dashboards.
In eazyBI, Jira dashboards, Confluence,
external web pages, on monitors.
While during this video,
we cover the only report sharing in eazyBI
and Jira dashboard.
You can publish them also on Confluence,
external web pages, using iframe,
or on large screens and Wallboard mode.
Try all of these options to benefit from eazyBI.
Now you have learned,
how to combine eazyBI reports in one eazyBI dashboard.
How to share them to a wider audience using Jira dashboards.
And there are more sharing options too.
In the next video,
get to know eazyBI Demo account premade reports
and learn how to transfer eazyBI reports and dashboards.
See you in the last episode of this series.